Public Plan Trustees Institute – Level I

The program was streamlined, as well as redesigned to be more relevant for trustees and other public sector fiduciaries. The Health and Pensions tracks are combined into a single track to place a larger emphasis on essential fiduciary duties. In addition, the take-home exam portion of the program has been replaced with in-class lectures and exercises.

The Public Plan Trustees Institute is designed specifically for trustees and other fiduciaries that work in public retirement and health systems, including protective services, education, transportation, and health care systems, in municipalities, states, and the federal government.

While the program is being updated, the Public Plan Trustees Institute will replicate a large portion of the existing CAPPP material, which may be duplicative. However, longer tenured fiduciaries may find value in the redesigned program as a refresher of their essential duties. 

We are sensitive to the fact that attendees do not want to be "caught in the middle" of the program transition. Because of this, we are giving attendees a 2-year window, to complete Level I of the new Public Plan Trustees Institute and retroactively earn the full CAPPP certification. In other words, attendees have until the end of 2026 to earn the CAPPP certification using a combination of the old CAPPP program and newly redesigned program.

Level I will be offered as a standalone program from July 15-16, 2025 in Chicago, Illinois. Beginning in 2026, Levels I and II will be offered in conjunction with future offerings of the Trustees and Administrators Institute, and before the U.S. Annual Employee Benefits Conference. 

Public sector staff that may have limited, or no fiduciary duties should explore the various Employee Benefits Courses offered by the International Foundation. In addition, the U.S. Annual Employee Benefits Conference offers a full education track for Public Plans.

If you have any further questions about public sector education at the International Foundation, please contact Justin Held at (262) 373-7718 or justinh@ifebp.org.